CSIA
Conrad Siegel Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.68M | Sell |
53,324
-1,794
| -3% | -$90.2K | 0.6% | 17 |
|
2025
Q1 | $2.75M | Sell |
55,118
-16,857
| -23% | -$841K | 0.71% | 14 |
|
2024
Q4 | $3.49M | Buy |
71,975
+1,027
| +1% | +$49.7K | 0.94% | 12 |
|
2024
Q3 | $3.5M | Buy |
70,948
+569
| +0.8% | +$28.1K | 0.94% | 12 |
|
2024
Q2 | $3.42M | Sell |
70,379
-157
| -0.2% | -$7.62K | 0.99% | 12 |
|
2024
Q1 | $3.38M | Buy |
70,536
+2,205
| +3% | +$106K | 0.99% | 12 |
|
2023
Q4 | $3.25M | Buy |
+68,331
| New | +$3.25M | 1.48% | 7 |
|